Strategic Finance Lead jobs in United States
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Rogo · 6 hours ago

Strategic Finance Lead

Rogo is building Wall Street's first true AI analyst to empower finance professionals with AI-driven insights. As a Strategic Finance Lead, you will shape the company's financial and business strategy, collaborating with leadership and driving key analyses to support growth and market leadership.

AnalyticsArtificial Intelligence (AI)Business IntelligenceFinancial ServicesFinTechGenerative AI

Responsibilities

Lead monthly business reviews, and annual planning processes
Build and maintain long term forecast model
Develop deep insight into AI-native unit economics, including:
CAC, LTV, payback
Gross margin by customer segment and product
Cost of inference, model usage, and infrastructure efficiency
Translate complex financial and technical inputs into clear recommendations
Act as the primary finance partner to GTM, Product, and Operations leaders
Support functional KPI reviews and build dashboards to drive visibility and accountability
Support executive team and functional leaders on analyses such as:
Enterprise GTM scaling, pricing, and packaging
Product and investment tradeoffs (e.g., inference costs, gross margin impact)
ROI for major investments across sales, product, and AI infrastructure
Bring structure and financial clarity to ambiguous, fast-evolving questions
Prepare board materials, KPI reporting, and executive readouts
Ensure consistency and credibility across metrics, forecasts, and external storytelling

Qualification

Strategic financeFP&AFinancial modelingData analysisSQLCuriosityAutonomyOrganizationCollaborationProblem-solving

Required

6+ years of experience in strategic finance, FP&A, investment banking, or investing, with meaningful time in a high-growth tech company
Proven track record in building and managing complex financial models, along with strong analytical skills to derive insights from data

Preferred

Experience at a Series B–D venture-backed SaaS or AI-native company
Strong understanding of enterprise SaaS and/or usage-based pricing models
Experience working with Sales, Marketing, Operations, Product, and Engineering
Excellent data skills including strength with SQL is a plus

Benefits

Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.
World-class team: we take talent density seriously. We like working with incredibly smart, driven people.
Velocity: we work fast, which means you learn a lot and constantly take on more.
Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.
Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.

Company

Rogo

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Rogo is a secure Generative AI platform purpose-built for elite financial institutions.

Funding

Current Stage
Growth Stage
Total Funding
$79M
Key Investors
Sequoia CapitalThrive CapitalKhosla Ventures
2025-10-28Series Unknown
2025-04-30Series B· $50M
2024-10-01Series A· $18.5M

Leadership Team

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Gabriel Stengel
CEO / Founder
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John Willett
Co-Founder & COO
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Company data provided by crunchbase